Workflow
【安泰科】单晶硅片周评-市场情绪火热 硅片价格继续上行(2025年7月24日)

Core Viewpoint - The price of silicon wafers continues to rise due to positive market sentiment driven by supply constraints and increased demand from downstream battery manufacturers [1][2] Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182183.75mm/130 μm) is 1.1 yuan per piece, up 4.76% week-on-week [1] - The average transaction price for N-type G12R monocrystalline silicon wafers (182210mm/130 μm) is 1.25 yuan per piece, up 8.70% week-on-week [1] - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130 μm) is 1.44 yuan per piece, up 6.67% week-on-week [1] Group 2: Market Dynamics - The increase in silicon wafer prices is attributed to rising raw material prices for polysilicon, leading manufacturers to raise prices amid increased costs [1] - A slight decrease in market supply is noted as wafer manufacturers begin to implement production cut plans [1] - Downstream battery manufacturers are starting to accept price increases for silicon wafers, resulting in an increase in purchasing orders [1] Group 3: Production and Capacity - The overall operating rate in the industry remains stable compared to last week, with two leading companies operating at 50% and 40% capacity [1] - Integrated companies are operating at 50%-80% capacity, while other companies are also in the 50%-80% range [1] Group 4: Downstream Price Movements - The mainstream price for battery cells is 0.26-0.27 yuan/W, up 0.02 yuan/W week-on-week [2] - The mainstream price for components is 0.66-0.67 yuan/W, up 0.01 yuan/W week-on-week [2] - Future trends in silicon wafer prices will largely depend on how much downstream components can absorb the increased costs [2]